Purchases and Sales Made in Q4 2024 in Jp Morgan Ultra Short Mun Inco (JMST)
This table provides information about the institutional ownership of Jp Morgan Ultra Short Mun Inco (JMST) during Q4 2024. The information is specifically focused on institutions that hold shares of JP MORGAN ULTRA SHORT MUN INCO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
463K+ 395.81% |
$23.5M - $23.6M
|
581K
$29.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
133K+ 131.99% |
$6.75M - $6.78M
|
234K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
120K+ 62.95% |
$6.1M - $6.13M
|
312K
$15.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
101K+ 34.35% |
$5.12M - $5.15M
|
395K
$20.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
99KNew |
$5.02M - $5.04M
|
99K
$5.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
74.3K+ 150.58% |
$3.77M - $3.78M
|
124K
$6.28M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
45.2K+ 11.57% |
$2.29M - $2.3M
|
436K
$22.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
37.6K+ 10.68% |
$1.9M - $1.91M
|
390K
$19.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
31.9KNew |
$1.62M - $1.62M
|
31.9K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
26.9K+ 29.8% |
$1.36M - $1.37M
|
117K
$5.95M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
26K+ 43.08% |
$1.32M - $1.32M
|
86.4K
$4.39M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
22.6K+ 53.15% |
$1.14M - $1.15M
|
65.1K
$3.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20.4K+ 13.11% |
$1.03M - $1.04M
|
176K
$8.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
17.1K+ 35.23% |
$868K - $872K
|
65.7K
$3.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
16.6K+ 16.77% |
$840K - $843K
|
115K
$5.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
16.4K+ 110.07% |
$831K - $835K
|
31.3K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
12.3KNew |
$623K - $625K
|
12.3K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.3K+ 23.76% |
$621K - $624K
|
63.8K
$3.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
12.2K+ 66.13% |
$620K - $623K
|
30.7K
$1.56M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
10.6K+ 52.13% |
$539K - $541K
|
31K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10.5K+ 66.46% |
$532K - $534K
|
26.3K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
10.5K+ 10.82% |
$530K - $533K
|
107K
$5.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
10K+ 163.5% |
$507K - $510K
|
16.1K
$820K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
9.93KNew |
$503K - $505K
|
9.93K
$504K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
8.66KNew |
$439K - $441K
|
8.66K
$440K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
8.33KNew |
$422K - $424K
|
8.33K
$423K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.3KNew |
$370K - $371K
|
7.3K
$371K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.09K+ 224.0% |
$359K - $361K
|
10.2K
$521K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
6.74K+ 8.65% |
$341K - $343K
|
84.6K
$4.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
6.53K+ 13.79% |
$331K - $332K
|
53.9K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
6.19KNew |
$314K - $315K
|
6.19K
$315K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.66KNew |
$287K - $288K
|
5.66K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
5.48K+ 110.98% |
$278K - $279K
|
10.4K
$529K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.33K+ 60.93% |
$270K - $271K
|
14.1K
$716K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.76KNew |
$241K - $242K
|
4.76K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.54KNew |
$230K - $231K
|
4.54K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4.39K+ 2.35% |
$223K - $224K
|
191K
$9.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
4.35KNew |
$220K - $221K
|
4.35K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.03K+ 7.76% |
$204K - $205K
|
55.9K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.73K+ 7.01% |
$189K - $190K
|
56.9K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.66K+ 7.68% |
$186K - $186K
|
51.4K
$2.61M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.19K+ 22.74% |
$162K - $162K
|
17.2K
$875K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
2.2K+ 2.89% |
$111K - $112K
|
78.4K
$3.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
1.85K+ 31.68% |
$93.7K - $94.1K
|
7.69K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.79K+ 8.1% |
$90.4K - $90.9K
|
23.8K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.53K+ 1.47% |
$77.6K - $78K
|
105K
$5.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.52K+ 12.52% |
$76.8K - $77.1K
|
13.6K
$692K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.22K+ 2.32% |
$61.8K - $62K
|
53.8K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.2K+ 15.48% |
$60.6K - $60.9K
|
8.92K
$453K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.11K+ 1.31% |
$56.4K - $56.7K
|
86.2K
$4.38M
|